LMIAX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.66%
3 Months
+1.61%
6 Months
+1.52%
YTD
+1.52%
1 Year
+5.11%
3 Years (annualized)
+3.23%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+1.79%
vs Peers
-0.27%

LMIAX Mutual Fund Performance

LMIAX performance across multiple time periods: 1-month 0.66%, YTD 1.52%, 1-year 5.11%, 3-year 3.23%, 5-year 0.47%, 10-year 1.18%.

LMIAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

LMIAX performance comparison shows side-by-side returns with another fund. LMIAX alternatives are available in the Mutual Fund Screener.